Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.11%
2 FBT 3.41%
3 EASI 2.69%
4 JSMD 2.26%
5 GNRX 2.22%
6 AIEQ 2.05%
7 FTXH 1.95%
8 SAEF 1.64%
9 HTEC 1.58%
10 BBH 1.52%
11 RYH 1.44%
12 FXH 1.42%
13 RSPH 1.42%
14 SHRT 1.29%
15 PSET 1.22%
16 EQUL 1.21%
17 SMCO 1.14%
18 ALTL 0.99%
19 SPHB 0.96%
20 QMID 0.91%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.16M (12.18%) 60.50K
Increased by +0.98%
Dec 31, 24
2 BlackRock Inc 4.24M (8.38%) -849.68K
Decreased by -20.05%
Sep 30, 24
3 Wellington Management Company LLP 4.08M (8.06%) 335.66K
Increased by +8.23%
Dec 31, 24
4 State Street Corp 2.13M (4.21%) 41.42K
Increased by +1.94%
Sep 30, 24
5 State Street Corporation 2.09M (4.14%) 34.33K
Increased by +1.64%
Mar 31, 24
6 Kayne Anderson Rudnick Investment Management LLC 1.94M (3.84%) 30.84K
Increased by +1.59%
Sep 30, 24
7 Allspring Global Investments Holdings, LLC 1.81M (3.57%) 47.22K
Increased by +2.61%
Dec 31, 24
8 Geode Capital Management, LLC 1.22M (2.41%) 1.63K
Increased by +0.13%
Sep 30, 24
9 Impactive Capital LP 1.20M (2.38%) 825.95K
Increased by +68.70%
Dec 31, 24
10 ClearBridge Advisors, LLC 1.09M (2.16%) -277.51K
Decreased by -25.44%
Sep 30, 24
11 Meritage Group LP 1.07M (2.12%) -111.05K
Decreased by -10.34%
Dec 31, 24
12 Eminence Capital LLC 1.00M (1.98%) 1.00M
Increased by +100.00%
Sep 30, 24
13 Earnest Partners LLC 981.42K (1.94%) -23.07K
Decreased by -2.35%
Sep 30, 24
14 Bank of America Corp 980.77K (1.94%) 6.04K
Increased by +0.62%
Sep 30, 24
15 Mackenzie Investments 971.27K (1.92%) 42.11K
Increased by +4.34%
Sep 30, 24
16 JPMorgan Chase & Co 965.49K (1.91%) 171.52K
Increased by +17.76%
Sep 30, 24
17 Morgan Stanley - Brokerage Accounts 963.55K (1.91%) 93.43K
Increased by +9.70%
Jun 30, 24
18 D1 Capital Partners L.P. 935.82K (1.85%) 935.82K
Increased by +100.00%
Dec 31, 24
19 FMR Inc 905.36K (1.79%) 13.03K
Increased by +1.44%
Sep 30, 23
20 Ariel Investments, LLC 897.69K (1.77%) -8.45K
Decreased by -0.94%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Health Care Inv 2.00M (3.95%) 127.46K
Increased by +6.38%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 1.61M (3.19%) 9.87K
Increased by +0.61%
Feb 28, 25
3 Allspring Mid Value SMA 1.47M (2.91%) 1.47M
Increased by +99.99%
Dec 31, 24
4 Allspring Special Mid Cap Value Inst 1.47M (2.91%) 0.00
Increased by 0.00%
Feb 28, 25
5 Allspring Special US Mid Cap Value Eq 1.47M (2.91%) 75.90K
Increased by +5.16%
Dec 31, 24
6 Vanguard Institutional 500 Index Trust 1.42M (2.81%) 11.73K
Increased by +0.83%
Feb 28, 25
7 Vanguard Small Cap Index 1.31M (2.58%) 1.07K
Increased by +0.08%
Feb 28, 25
8 Vanguard Windsor Investor Shares 909.52K (1.80%) -34.42K
Decreased by -3.78%
Dec 31, 24
9 Invesco S&P 500® Equal Weight ETF 788.39K (1.56%) 893.00
Increased by +0.11%
Feb 28, 25
10 Fidelity 500 Index 637.60K (1.26%) 2.81K
Increased by +0.44%
Jan 31, 25
11 SPDR® S&P 500® ETF Trust 632.36K (1.25%) -4.68K
Decreased by -0.74%
Feb 28, 25
12 SPDR® S&P 500 ETF Trust 600.84K (1.19%) -1.29K
Decreased by -0.21%
Apr 30, 24
13 iShares Core S&P 500 ETF 599.92K (1.19%) -30.00
Decreased by -0.01%
Feb 28, 25
14 Fidelity® 500 Index 597.45K (1.18%) 3.80K
Increased by +0.64%
Nov 30, 23
15 Vanguard Mid Cap Index Institutional 582.84K (1.15%) -385.00
Decreased by -0.07%
Nov 30, 23
16 BlackRock Mid-Cap Growth Equity Instl 547.36K (1.08%) -114.71K
Decreased by -20.96%
Jul 31, 24
17 Canada Life US Small-Mid Cap Growth A 456.61K (0.90%) 38.70K
Increased by +8.48%
Jan 31, 25
18 T. Rowe Price Mid-Cap Value 437.83K (0.87%) -170.18K
Decreased by -38.87%
Mar 31, 24
19 T. Rowe Price US Mid-Cap Value Equity 437.83K (0.87%) -170.18K
Decreased by -38.87%
Mar 31, 24
20 Vanguard Small Cap Value Index Inv 430.11K (0.85%) -880.00
Decreased by -0.20%
Feb 28, 25